Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on. Each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Automated RouteOne Contract-in-Transit Tracking
WebRun checks RouteOne daily for contracts that have left the dealership but not yet arrived, flags any that exceed your transit window, and posts a Slack alert so your team can follow up immediately.
Automated ASC Claim Denial Worklist
WebRun checks HST Pathways for new claim denials each morning, categorizes them by denial reason code, logs them to a prioritized worklist in Google Sheets, and posts a summary to Telegram so your billing team can start working immediately.
Helium 10 Automated FBA Restock Alerts
Every morning, WebRun checks Helium 10 Inventory Management for low-stock ASINs and posts a prioritized restock list to your Telegram channel before you ship anything.
Amazon Seller Central›
Automated Alarm Customer Onboarding Kickoff
When a new customer account is created in AlarmBiller, WebRun drafts a welcome email in Gmail, creates an onboarding task list in Google Sheets, and posts a Slack alert to the install coordinator so nothing falls through the cracks on day one.
Automated Air Cargo Customer Onboarding Kickoff
When a new customer account is created in Awery, WebRun drafts a welcome email with onboarding instructions, creates a DocuSign envelope for the service agreement, and adds a kickoff call to Google Calendar for your account manager.
Kipu Health Automated Eligibility Verification Worklist
Every morning, WebRun checks Kipu Health for patients admitted or scheduled for admission in the next 48 hours, builds an eligibility verification worklist for your billing team, and posts a status digest to Slack so no patient starts treatment on unverified coverage.
Automatic Carrier Insurance Certificate Expiry Tracking
WebRun cross-references carrier insurance certificate dates against active YardView carrier records, drafts renewal request emails for those expiring within 30 days, and sends your compliance team a weekly summary.
KORONA POS Automated End-of-Day Reconciliation
Every evening, WebRun pulls the KORONA POS end-of-day report, compares expected cash to the blind drop count, flags any discrepancy, and posts the reconciliation summary to a Google Sheet.
Tire Guru Automated End-of-Day Payment Reconciliation
Each evening, WebRun compares Tire Guru's closed invoices against QuickBooks payment records, flags any mismatches, and posts a reconciliation digest to Slack.
Automated Telehealth Claim Denial Worklist
WebRun reviews your claim denial log in QuickBooks each morning, groups denials by reason code, and posts a prioritized worklist to your billing team in Slack so revenue is recovered faster.
Automated IRS Correspondence Data Entry to Canopy
WebRun reads incoming IRS correspondence forwarded to a shared Gmail inbox, extracts the key case details, and updates the matching Canopy case record so your team never loses track of an IRS communication.
Automated Subbly Churn-Risk Winback Email Drafts
Every Monday, WebRun finds Subbly subscribers who have paused, skipped, or reduced their plan in the past week and creates personalised winback email drafts in Mailchimp for your team to review and send.
Automated Chargebee Delinquency Risk Worklist
Every Monday, WebRun reviews all past-due accounts in Chargebee, scores each by days overdue and MRR value, and delivers a prioritized worklist to your billing team in Google Sheets.
Automated RICS Software Gift Card Liability Digest
Every Monday, WebRun pulls outstanding gift card balances from RICS Software, totals your current liability, and logs the figures to a Google Sheet so your accountant always has an accurate redemption liability on hand.
Inntopia Automatic Daily Sales Digest
Every morning, WebRun pulls the previous day's bookings from Inntopia, tallies revenue by product type, and posts a clean digest to Slack so leadership starts the day with the full picture.
PointClickCare Automated Care Gap and Family Outreach Drafts
WebRun checks PointClickCare each week for residents with upcoming care conferences who have open care-plan goals past their target date, and drafts a family update letter for your clinical team to review before any communication goes out.
Printavo Automated New Customer Onboarding
When a new customer places their first order in Printavo, WebRun drafts a welcome email, collects art file requirements, and sets up a DocuSign envelope for any needed print agreement.
Automated Scrap Yard Compliance Deadline Alerts
Every Monday, WebRun reviews your upcoming regulatory filing deadlines in Google Sheets, checks ScrapRight's compliance report schedule, and sends a prioritised deadline alert to the compliance manager via Twilio SMS.
Automated Checkmate Core Return Tracking
Every morning, WebRun checks Checkmate for cores that were sold but not yet returned, calculates how many days each core is overdue, and logs the chase list to a Google Sheet so your team can follow up and recover the credit.
Automated RV Warranty and Contract Renewal Reminders
Every Monday, WebRun finds RV customers with warranties or service contracts expiring in the next 90 days in IDS Astra, drafts a renewal offer email for each, and queues them for your F&I manager to approve before sending.
Automated Coffee Roaster Delivery Route Planning
The evening before each delivery day, WebRun pulls the next day's orders from Cropster, builds a route summary by postcode, and drafts a delivery confirmation message for each cafe in Gmail, ready for your driver or ops team to send.
Automated B2B Returns Portal Onboarding in ReverseLogix
When a new B2B customer account is created in ReverseLogix, WebRun drafts a personalized onboarding email with portal access instructions and return policy details, and queues it in Gmail for your account team to review and send.
Automated 401k Compliance Testing Deadline Tracker
WebRun reads your ftwilliam.com compliance queue each morning, spots plans where ADP, ACP, or top-heavy testing is due within 45 days, and sends your team a Telegram message with a ranked list of what needs attention.
Automated Produce Customer Reorder Reminders
Every week, WebRun reviews Produce Pro order history to find customers who are overdue on their typical reorder cycle and drafts a personalized reorder prompt email in Gmail for the assigned rep to review and send.
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